BRWA
KBAL

B. Riley Wealth Advisors’s Kimball International KBAL Stock Holding History

B. Riley Wealth Advisors’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-134
Closed -$1 – 2127
2014
Q4 		$1 Buy
+134
New +$1.44K ﹤0.01% 3603

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

B. Riley Wealth Advisors's KBAL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Kimball International (KBAL) in Q1 2015, closing a stake of 134 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in KBAL in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 102 funds tracked by Wall St. Rank hold KBAL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Kimball International position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 134 Kimball International shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in Kimball International in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Kimball International position peaked at $1 in Q4 2014.
  • 102 funds tracked by Wall St. Rank held Kimball International as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.